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Financial ADVSR advisor directory · SEC adviser records

Crescent Advisor Group, Inc. financial advisors

Every SEC-registered investment adviser representative at Crescent Advisor Group, Inc., by the state and city of the office they work from.

16 registered advisors work at Crescent Advisor Group, Inc., in 2 states and 4 cities; the most are in Plano, TX (11). 1 list the CFP designation and 10 are also registered broker representatives.

Search every Crescent Advisor Group, Inc. advisor by name →Who joined and left Crescent Advisor Group, Inc. →Crescent Advisor Group, Inc.: assets, clients and custodians →

Cities with the most Crescent Advisor Group, Inc. advisors

Plano, TX 11Dallas, TX 2Lubbock, TX 2Schererville, IN 1

Crescent Advisor Group, Inc. advisors by state

Crescent Advisor Group, Inc. in Texas 15

Plano 11Dallas 2Lubbock 2

Crescent Advisor Group, Inc. in Indiana 1

Schererville 1

Questions

How many financial advisors does Crescent Advisor Group, Inc. have?

16 investment adviser representatives are registered with Crescent Advisor Group, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 1 list the CFP designation and 10 are also registered as broker representatives.

Where does Crescent Advisor Group, Inc. have the most advisors?

Plano, TX, with 11 registered advisors, then Dallas, TX (2). By state, Texas has the most, with 15.

How do I find a Crescent Advisor Group, Inc. financial advisor near me?

Pick your state below, then your city, to see every Crescent Advisor Group, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Crescent Advisor Group, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →